Published 20 Apr.2026 09:22(KST)
Following Samsung Electronics’ surprise earnings announcement, securities firms are raising their KOSPI net profit forecasts one after another. Analysts suggest that if TSMC’s earnings this afternoon also exceed expectations, a second surge in domestic semiconductor and HBM-related stocks could begin.
If you were on the sidelines until yesterday, now is the time to make a decision. Specialist Kim Younggu is already sharing three stocks expected to benefit in the short term this week on his Telegram channel today.
CEO Kim Younggu gives a clear answer.
"The reason is SK hynix’s earnings announcement on April 23. The securities consensus is 35.9 trillion won, but major investment banks like Yuanta Securities and KB Securities expect it to exceed 40 trillion won. That’s because the DRAM ASP (average selling price) rose 65% from the previous quarter. This explains why foreign and institutional investors made SK hynix their top net purchase yesterday despite the market downturn."
Indeed, SK hynix ranked first among net purchases by foreign investors yesterday. Even as the overall market slumped due to soaring oil prices, smart money was focused on stocks backed by strong earnings.
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The strategy he suggests is simple: a day when prices fall due to fears of failed negotiations is actually a buying opportunity for SK hynix. In fact, KB Securities’ 2026 annual operating profit forecast is 251 trillion won, surpassing Microsoft and Google.
"With earnings like these, the stock price is bound to follow. The key is not to sell in fear before that happens."
Check out the linked stocks in the materials and components sector that should be watched alongside the preemptive buying strategy for SK hynix ahead of its April 23 earnings-now available for free.
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